Help & Documentation

Establish connectivity to Salesforce SOQL

An Administrator can use the process described in this article to create a new Plug-in Data Source that is required to allow Elements to fetch data using SalesForce SOQL to create a visualization in Metric Insights.

1. Select Data Sources from Admin drop-down

2. Add New Data Source

4. Input a unique Name

5. Save to access the full editor

6. Obtain Token value

Click on gear icon to set token parameter. After you click on icon, system will automatically request SalesForce SOQL token, and upon successful validation the token will appear in "Value" column. See our article on viewing and updating your SalesForce token here